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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-02 |
Branch Locations
125 S. Olive Street, Orange, CA 92866 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Irvine | CA | 12/2011 | 08/2022 |
| J.W. Cole Financial, Inc | Tampa | FL | 08/2022 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2022 | Present |
(1) Modern Wealth Design - DBA; Investment Related; 125 S. Olive Street, Orange, CA 92866; Financial Planning, Insurance; Owner/Planner; Start 1/1/2017; 160 hours/month, 160 hours/month during trading. (2) Rental Property; Not investment related; 357 Marie Drive, Lake Arrow Head, CA 92352; Short term rental; Owner; Start 2/1/2022; 0 hours. (3) Carrizzi, LLC; Not Investment Related; 225 Turf View Drive, Solana Beach, CA 92075; Rental Property; Co-Owner; Start 1/6/2026; 5 hours/month during trading. (4) The Friendly Center; Not Investment Related; 2200 W Orangewood Ave, STE 240, Orange, CA 92868; Non-Profit; Board Member; Start 1/5/2026; 2 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-02 |
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